Fenergo Client Lifecycle Management for SalesforceⓇ
Fenergo Client Lifecycle Management for Salesforce puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.
Fenergo CLM for Salesforce seamlessly connects Fenergo CLM and Salesforce CRM platform to create a truly unified client onboarding experience that enables financial institutions to:
With Fenergo CLM for Salesforce, Relationship Managers can:
Fenergo CLM for Salesforce delivers:
Empowering True Front-to-Middle Office Transformation
See it in Action - Webinar & Live Demo: Fenergo Client Lifecycle Management for SalesforceⓇ
See the seamless Front-to-Middle Office Connectivity Between Salesforce CRM & Fenergo CLM in our recent on-demand webinar.Watch Now
Fenergo Rolls Out Client Lifecycle Management Solutions on SalesforceⓇ AppExchange
The app, called Client Lifecycle Management: Front to Middle Office Transformation, will allow those financial firms deploying Salesforce to streamline their client onboarding and lifecycle management processesRead More
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
We chose Fenergo for both their deep, out-of-the-box CLM functionality and their v8 technology that is a good fit with our own modernized technology landscape. I look forward to working with the Fenergo team and their wider client community to input into the continually evolving product and regulatory roadmaps
Bernard Gavgani Global Head of CIB IT and Operations BNP Paribas
We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.
John Healy Managing Director, Head of Capital Markets Operations SunTrust
Fenergo’s Regulatory Onboarding solution provides us with an additional level of flexibility and enhances our ability to prioritize our compliance initiatives.